Filing intelligence platform · MCP server · Real-time SEC stream

SEC filings→ Claude, ChatGPT, your inbox.

Connect your assistant to the SEC record and read the section that matters — not a summary of it.

From the creator of the open-source edgartools Python library. 12,000+ public companies · 40,000+ funds.

7-day trial, card on file. Or start free — no card.

Every answer carries a citation to the filing it came from. Benchmarked: same model, same question, 10–20× fewer tokens than web-search research →

MCP server
Claude · ChatGPT · Cursor
Cited
Every answer links its filing
10–20×
Fewer tokens than web search
Since 2001
Every filing, full-text searchable

01Ask the filing. 02Follow the thread. 03Forward the answer.

Three jobs, one conversation. This is what your assistant can do the minute it's connected.

01
Items · Exhibits · Full text
For anyone who needs the disclosure language itself

Ask the filing, not a summary of it.

The item and the exhibit, side by side.
One section at a time — never the whole 200 pages.

Pulled the change-of-control clause out of Exhibit 10.1 while the client was still on the phone. — Credit analyst · regional bank coverage
02
One thread
For analysts who start at a name and end at the people behind the numbers

Company → financials → events → people.

One thread, start to finish.
No re-establishing context, no changing tools.

The segment split I needed was in a footnote, not the deck. I had it before the model call. — Equity analyst · mid-cap coverage
03
Provenance
For work that ends up in a client note, an IC memo, or a committee pack

An answer you can put in front of someone else.

Accession number, section, exhibit.
Check the line yourself — or forward it as filed.

I spot-check the exhibit before anything leaves the desk. Two minutes, not twenty. — Adviser · client reporting
The citation, and what it opens

Ask in your assistant. Open the filing it cites.

One question, answered out of the filings themselves — the purchase, the price, and the two directors who bought the same week. Each citation opens the filing behind it: typeset, readable, and public, for whoever you forward it to.

01 In your assistant
Claude answering “What did Pfizer’s CEO just buy?”: Albert Bourla’s 38,000-share open-market purchase, the director buys the same week, and a Form 4 citation on each.
Claude DesktopThe answer. The purchase, the price, and the two directors who bought the same week — each carrying the Form 4 it was read from.
02 The filing it cites
Pfizer Form 4 as a typeset page: Albert Bourla, open-market purchase of 38,000 shares at $26.34.
app.edgar.tools/filing · Form 4What the citation opens. Albert Bourla, 38,000 shares at $26.34 on 12 August — an open-market purchase, as filed. A public page: the person you send it to doesn’t need an account.
When the answer has to leave the conversation

Hand on the report, not the transcript.

Ask for an audit and get a durable, typeset document — every figure and every quote footnoted to the filing it came from. Share it as a frozen snapshot: the reader needs no account, and the page does not change under them.

01 What your assistant wrote

Oracle’s Q1 FY27 10-Q, run through the off-balance-sheet commitments audit. Six quarters of leases signed but not yet commenced, the recorded liabilities beside them, and the guarantee clause that appeared in two filings and then vanished — followed by the filing’s own sentence, quoted as filed:

Q1 FY27 10-Q, Note 6 — Leases As of August 31, 2026, we had $288 billion of additional lease commitments, substantially all related to data center arrangements, that are generally expected to commence between the second quarter of fiscal 2027 and fiscal 2029 and for terms of fifteen to nineteen years that were not reflected on our condensed consolidated balance sheets as of August 31, 2026 or in the maturities table above. Oracle Corporation · Form 10-Q · quarter ended August 31, 2026 · a callout block in the shared report
  • create_report — the one tool on the server that writes. Your assistant hands over its finished synthesis as typed blocks: assessment, ledger tables, timelines, and the filing’s own sentences as callouts. Every block carries the filings behind it.
  • Citations point at the SEC record itself — a filing by accession number, or a page on sec.gov. A citation to a news article or a company site is rejected when the report is created.
  • A share link opens a snapshot dated when it was minted, kept out of search engines. Anyone holding the link can read it; nobody needs to sign in.
Pro writes reports. Analyst mints the share links.
02 The shared report, as anyone with the link sees it
A page of the shared Oracle report: a six-row table of leases not yet commenced from the FY25 10-K through the Q1 FY27 10-Q, rising from $43.4 billion to $288 billion, with the recorded lease liabilities and the guarantee clause per filing, followed by the verbatim Note 6 callout from the 10-Q, footnoted to source 1
app.edgar.tools/r · shared snapshot · no account neededThe evidence, then the sentence. Six filings in one table, the number that went from $43.4 billion to $288 billion in five quarters, and the disclosure quoted as filed — each row and each quote footnoted to the filing it was read from.
And when you want a screen, not a chat

The same corpus, as a working surface.

Everything your assistant reads is also a page you can open — what changed in the latest 10-K, who controls the company and who audits it, the statements, full-text search, 13F books, and the reports your assistant writes.

NVIDIA company page: risk factors escalated in the FY2026 10-K against FY2025 — 1 new, 8 reworded, 0 removed — with the escalated Item 1A card and its diff link beside a 90-day change river of Form 4s, 8-Ks and the 10-Q
app.edgar.tools/companies/NVDAWhat changed, first. The company page opens on the disclosure delta — this 10-K against the last one, every risk factor new, escalated or reworded, each with its diff — beside a 90-day river of everything the company and its insiders filed.
NVIDIA company page masthead: identity block with ticker, exchange, CIK and filer status above a metrics strip of FY2026 revenue, net income, total assets, equity, shares out and operating cash flow, each with its change against FY2025, above the what-changed headline for the FY2026 10-K
app.edgar.tools/companies/NVDAThe masthead. Identity, filer status, the fiscal year in six figures with their year-over-year change, and what changed in the latest 10-K — read from the filing, not a data vendor. In your assistant: company_brief.
Who controls Meta Platforms: the controlled-company risk factor quoted from the annual report, the 13D/13G filer roster with Fmr LLC at 4.4%, and the audit row naming Ernst & Young LLP, PCAOB 42, ICFR attested
app.edgar.tools/companies/METAWho controls it. The control risk factor in the company’s own words, the 13D/G roster, and who signs the audit opinion — on one card.
Auditors directory page for CBIZ CPAs P.C.: PCAOB id 199, 137 current clients, also files as Marcum LLP and Friedman LLP, 1,812 annual reports audited since FY2021, with a sector breakdown led by healthcare and financials
app.edgar.tools/auditors · freeWho audits whom. Every public company names its audit firm in the 10-K; this reads the tag. A firm’s client book, where the work sits by sector, and the firms it used to file as — merged names folded into one page.
A typeset edgar.tools dossier: Oracle Corporation off-balance-sheet commitments audit for the Q1 FY27 10-Q, with the assessment paragraph citing $28.5 billion of capex, $288 billion of leases not yet commenced and $34.2 billion of purchase obligations, each claim footnoted to its filing
app.edgar.tools/reportsThe report your assistant writes. Ask for an audit and get a durable, typeset document — every claim footnoted to the filing it came from, shareable as a frozen snapshot. In your assistant: create_report.
Apple consolidated statement of income, FY2021 to FY2025 side by side, a trend sparkline per line item, net sales through net income and earnings per share
app.edgar.tools/companies/AAPLStatements as filed. Five years across, a trend line per concept, every figure traceable to the filed 10-K behind it. In your assistant: financial_statements.
Full-text filing search for Anthropic filtered to 10-K filings, with Amazon's convertible-note investment disclosure highlighted
app.edgar.tools/searchFull-text search. Every SEC filing since 2001, indexed as it lands — here, every 10-K that mentions Anthropic, matched language highlighted. In your assistant: search_filings.
Berkshire Hathaway's Q2 2026 13F holdings rendered as a typeset page — a $299.25B portfolio across 29 positions, top-5 concentration 68.7%, each holding with its value, share of book, and quarter-over-quarter share change with a trend sparkline
app.edgar.tools/filing · 13F-HR13F holdings. A manager’s quarterly book as a readable page — portfolio value, concentration, and what changed since last quarter, per position. In your assistant: manager_holdings.
Between the questions

When your names file, a briefing lands in your inbox.

Name the companies you cover. When one of them files something that matters — a material event, an earnings release, a cluster of insider trades — an AI briefing arrives with the filing attached and the item it came from. You name the companies; we do the reading. The watches behind these briefings are called Sentinels — on paid tiers you configure your own; the free tier’s daily briefing is curated for you.

Delivered by email and in the app
Sample briefings
8-K · Item 1.012 min ago

New $2.5B revolving credit facility

Five-year revolver replacing the 2023 facility; pricing grid tightens 25bps at the top ratings tier…

SC 13D1 hr ago

Activist discloses a 6.2% stake

Filer states intent to engage the board on capital allocation and a strategic review…

Two minutes to the first answer

Connect Claude, ask a real question, read the answer with its filing attached. Seven days on us.

# Pricing

Read. Track. Research. Own. Equip.

Five tiers, same product. Pick the verb that matches your workflow — start free, upgrade when the work asks for more. Free reads the record: company search, filings, and the MCP starter tools, no card. Paid buys the same SEC data sec-api.io sells, with the platform around it, for about 40% less.

The complete platform. From $0. Paid tiers start at $30/month.

Read 01 · FREE
Free
$0/mo No card required

Browse SEC. Search, read, and try the platform — including the MCP server.

  • Company search + filing browsing
  • company_brief + MCP starter tools
  • Disclosure search taste — 3 results per query
  • Daily curated briefings
  • 1 watchlist · 25 companies · 1 API key · 100 API calls/day
Start free — no card
Track 02 · PRO
Professional
$30/mo 7-day trial · card on file · $300/yr annual

Answer it where you work. Any filing question, answered in the conversation you're already in — with the citation attached when you forward it.

  • Full MCP research toolkit · full results
  • 500 AI-analyzed Sentinel events/mo
  • 10,000 API calls/day · 5 API keys · live SSE feed
  • Unlimited tracking + watchlists
  • Full filing downloads — every exhibit, as a ZIP
Start your 7-day trial
Own 04 · DATA
Data
Custom Annual license

Own the datasets underneath. Annual license for your product or research — maintained, non-exclusive, scoped to your use.

Datasets from $24.99/mo →

Talk to us
Equip 05 · TEAMS
Teams
Custom Talk to us

Every seat on your team, one agreement. Org-wide seats, SSO, SLAs — scoped to your firm. Second seat on your domain? Talk to us.

Talk to us
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Frequent questions

Six questions, six direct answers.

Everything visitors usually ask before they sign up. If yours isn't here, drop us a note.

01

How does edgar.tools work?

Connect your assistant to our MCP server and ask about SEC filings in the conversation you're already in — sections, exhibits, financials, ownership, events — with every answer cited to the filing it came from. The same corpus is also a web app when you want a screen instead of a chat, and briefings arrive by email when the companies you follow file.

02

Can I ask about one specific filing?

Yes. Point your assistant at an accession number, a form type, or a company and read the item, the exhibit, or the footnote as filed — the exact filed language, not a paraphrase. Sections come back one at a time, so a 200-page 10-K costs you the part you asked for rather than the whole document.

03

Can I integrate edgar.tools with my AI agent?

Yes. Our MCP server connects Claude Desktop, Claude.ai, Cursor, and any MCP-compatible client to live SEC data — company search, financials, insider and institutional ownership, real-time material events, and full-text filing search, with every number cited to its filing. Free covers lookups — including the recipe prompts, free at every tier; Pro unlocks the full research toolkit; Analyst adds the people graph, universe screening, and the slash command /edgar:earnings_postmortem. In our published benchmark, the same agent answered SEC research tasks 10–20× cheaper via MCP than web search — and more accurately.

04

How is this different from sec-api.io?

sec-api.io gives you raw filing JSON for $49–199/month. We give you the same data plus a web UI, AI-analyzed Sentinels, and MCP tools built around analyst questions — starting at $30/month. Same SEC data. Complete platform. Lower price.

05

What does Analyst tier unlock?

The people graph (person_intel), universe screening (screen_companies, get_universe_membership, explain_membership), the composed account dossier, Keyword Sentinels, HMAC-signed webhooks, the /edgar:earnings_postmortem slash command, and 5,000 AI-analyzed Sentinel events/mo. $109/month (or $999/year), 7-day trial.

06

Is there a free tier?

Yes, no card required. Free includes company search, filing browsing, daily curated briefings, the company_brief MCP tool, and a capped taste of disclosure search — 3 results per query. Configurable Sentinels and the rest of the MCP surface unlock at Pro ($30/month).

How we compare

Comparing edgar.tools? Here's the honest version.

Each comparison says plainly what the other platform is better at. Prices are re-verified quarterly.

Ready when you are

Connect your assistant. Ask a real question.

Two minutes from connect to an answer that carries its filing.

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